Harbor Investment Advisory, LLC Ishares Morningstar Value ETF Transaction History
Harbor Investment Advisory, LLC
- $1.31 Billion
- Q2 2025
A detailed history of Harbor Investment Advisory, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Harbor Investment Advisory, LLC holds 3,250 shares of ILCV stock, worth $276,282. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,250
Previous 3,250
-0.0%
Holding current value
$276,282
Previous $261,000
3.07%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
184Shares Held
9.44MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY905KShares$76.9 Million0.66% of portfolio
-
Bank Of America Corp Charlotte, NC812KShares$69 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$59.7 Million2.81% of portfolio
-
Matrix Trust CO700KShares$59.5 Million9.3% of portfolio
-
Ubs Group Ag497KShares$42.2 Million0.01% of portfolio